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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.3B AUM 522 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 103 Added 337 Reduced 68 Exited
Page 21 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SN SHARKNINJA INC Consumer Cyclical 1,540.0 $225K 0.01% -3K -62.3% $146.38 +28.8%
402 SEI SOLARIS ENERGY INFRAS INC Energy 2,816.0 $223K 0.01% -5K -62.2% $79.27 -34.4%
403 TREKOR METALS LTD 32,350.0 $223K 0.01% NEW $6.89
404 BKD BROOKDALE SR LIVING INC Healthcare 14,027.0 $222K 0.01% -23K -62.2% $15.86 -23.4%
405 AMERICAS GOLD AND SILVER COR 46,690.0 $221K 0.01% +31K +189.8% $4.73
406 MLI MUELLER INDS INC Industrials 1,789.0 $220K 0.01% -3K -62.2% $122.83 -48.1%
407 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,681.0 $208K 0.01% -8K -62.2% $44.41 +23.2%
408 IEX IDEX CORP Industrials 918.0 $207K 0.01% NEW $225.96 +3.7%
409 RDDT REDDIT INC Communication Services 1,188.0 $207K 0.01% -3K -72.6% $174.39 -10.6%
410 TPG TPG INC Financial Services 5,284.0 $206K 0.01% NEW $39.07 +35.3%
411 SII SPROTT INC Financial Services 1,811.0 $204K 0.01% +300.0 +19.9% $112.55 +20.4%
412 MGNI MAGNITE INC Communication Services 10,662.0 $204K 0.01% -18K -62.2% $19.10 +24.3%
413 SEABRIDGE GOLD INC 7,789.0 $201K 0.01% NEW $25.78
414 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,214.0 $200K 0.01% NEW $90.51 -24.1%
415 URI UNITED RENTALS INC Industrials 177.0 $199K 0.01% NEW $1122.67 -6.2%
416 LSPD LIGHTSPEED COMMERCE INC Technology 18,836.0 $197K 0.01% +2K +10.5% $10.46 +1.3%
417 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,232.0 $197K 0.01% -4K -62.2% $88.20 +9.7%
418 FSS FEDERAL SIGNAL CORP Industrials 1,543.0 $195K 0.01% -756.0 -32.9% $126.69 -4.7%
419 RAPID7 INC 200,000.0 $192K 0.00% $0.96
420 RRX REGAL REXNORD CORPORATION Industrials 866.0 $190K 0.00% NEW $219.88 -24.9%
Page 21 of 27  ·  522 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 21.6%
Industrials 11.5%
Healthcare 8.5%
Consumer Cyclical 5.7%
Energy 5.7%
Utilities 5.5%
Basic Materials 5.4%
Communication Services 3.5%
Consumer Defensive 3.1%